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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,265 | $68,681-29.7% | $86,625-44.3% | $85,851-43.8% |
| Participation rate | 96.0% | 66.4%+29.6pp | 71.6%+24.4pp | 69.3%+26.7pp |
| Annual return | 30.23% | 20.12%+10.1pp | 63.52%-33.3pp | 318.63%-288.4pp |
| Employer contribution / active EE | $1,338 | $1,880-28.8% | $2,496-46.4% | $2,565-47.8% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,700-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,974-100.0% | $5,830-100.0% | $6,261-100.0% |